Financial Consultants Pakistan

Financial Consultants Pakistan Savings, Investments, Financial Planning, Life & Health Insurance

25/09/2014

Savings, Investments, Financial Planning, Life & Health Insurance

For comprehensive financial analysis & planning, kindly email us at: financialconsultantspakistan@outlook.com all your f...
13/05/2014

For comprehensive financial analysis & planning, kindly email us at: [email protected] all your financial priorities & objectives as mentioned below. For appointment contact: 0333 3593474, 0305 2537056.

YOUR FINANCIAL PRIORITIES & OBJECTIVESAre you a young individual, an investment savvy expert, a married couple with chil...
04/05/2014

YOUR FINANCIAL PRIORITIES & OBJECTIVES

Are you a young individual, an investment savvy expert, a married couple with children, or a business leader on the verge of retirement? Whoever you might be, it is your responsibility to plan your finances today so that you can enjoy a worry-free and financially secure tomorrow.

YOUR PERSONAL INFORMATION

1. First Name:

2. Last Name:

3. Date of Birth (DD-MM-YYYY):

4. Gender (Male/Female):

5. Marital Status:

6. No of Children:

7. Children's Ages:

8. Occupation / Job Title:

9. Annual Income:

10. City of Residence:

11. C.N.I.C #:

12.Telephone Number:

13.Cell Number:

14.Email Address:

YOUR FINANCIAL PRIORITIES & OBJECTIVES

1. Financial Security required for family in the event of your death (life insurance coverage required?):

2. Financial Security required in the event of your Critical Illness (critical illness coverage required?):

3. Financial Security required in the event of your Hospitalization (health insurance coverage required?):

4. Financial Security required against Loan & Liabilities (coverage against loan required?):

5. Retirement Fund & Pension required?:

6. Education Fund for children required?:

7. Marriage Fund for children required?:

8. Wealth Accumulation through regular saving required?:

9. How much you can save on annual basis?:

CURRENT LIFE ASSURANCE PROGRAMME

1. Sum Assured:

2. Premium:

3. Term:

4. Start Date:

5. Purpose:

OUR FEED BACK:

1. Would you like to be contacted?: Yes / No

2. How would you like to be contacted?: Phone / Email / Both

3. Preferred time for calling between: From AM/PM - To AM/PM

4. I want a personal meeting with financial consultant: Yes / No

5. What is a preferred time for meeting? AM / PM

6. Any other Query:

Thanks for your interest.

For Comprehensive Financial Analysis & Planning, kindly email us at: [email protected] all your financial priorities & objectives as mentioned above.

For appointment contact: 0333 3593474, 0305 2537056.

EDUCATION SAVING PLANYOUR COMMITMENT TODAY – THEIR EDUCATION TOMORROW
01/05/2014

EDUCATION SAVING PLAN

YOUR COMMITMENT TODAY – THEIR EDUCATION TOMORROW

THE BEST INVESTMENT FOR PARENTS IS INVESTMENT IN EDUCATION OF THEIR CHILDRENParenthood is a wonderful experience but als...
01/05/2014

THE BEST INVESTMENT FOR PARENTS IS INVESTMENT IN EDUCATION OF THEIR CHILDREN

Parenthood is a wonderful experience but also brings its own set of apprehensions and worries

What will your child grow up to be in the future?

What college will he or she graduate from? Will his or her future be as secure as you want it to be?

Or more importantly, what can you do to ensure that your child has a bright, hassle-free future?

INVESTMENT WITH A “SAFETY NET”Contribution500,000 / year in 20 yearsGuaranteed Education Fund24 Million Child’s Educatio...
01/05/2014

INVESTMENT WITH A “SAFETY NET”

Contribution
500,000 / year in 20 years

Guaranteed Education Fund
24 Million Child’s Education Fund at maturity

Illustration of Benefits:

EDUCATION FUND INSTALLMENTSAt Maturity, the accumulated fund value can be taken in lump sum or 6.9 Million per annum in ...
01/05/2014

EDUCATION FUND INSTALLMENTS

At Maturity, the accumulated fund value can be taken in lump sum or 6.9 Million per annum in 04 equal installments for Child’s Education

Illustration of Annual Installments:

GUARANTEE THEIR EDUCATION EVEN IF YOU ARE NOT THERECONTINUATION BENEFITIn the unfortunate event of your death, Company c...
01/05/2014

GUARANTEE THEIR EDUCATION EVEN IF YOU ARE NOT THERE

CONTINUATION BENEFIT

In the unfortunate event of your death,
Company continue to make 500,000 / year contribution towards the plan so that the future education planning of the child is secure

GUARANTEE THEIR EDUCATION EVEN IF YOU ARE NOT THEREINCOME BENEFIT In order to pay your children’s school fees, the famil...
01/05/2014

GUARANTEE THEIR EDUCATION EVEN IF YOU ARE NOT THERE

INCOME BENEFIT

In order to pay your children’s school fees, the family shall receive a regular quarterly income of 90,000

IN CASE OF ACCIDENTAL DEATH10 Million will be paid to family dependents
01/05/2014

IN CASE OF ACCIDENTAL DEATH

10 Million will be paid to family dependents

GUARANTEE THEIR EDUCATION EVEN IF YOU FAIL SICK OR DISABLEIN CASE OF PERMANENT TOTAL DISABILITY DUE TO SICKNESS OR ACCID...
01/05/2014

GUARANTEE THEIR EDUCATION EVEN IF YOU FAIL SICK OR DISABLE

IN CASE OF PERMANENT TOTAL DISABILITY DUE TO SICKNESS OR ACCIDENT

10 Million will be paid as compensation

WAIVER OF PREMIUM

In case you are unable to follow your occupation due to sickness or accident, all future policy premiums are waived and 19 Million will be paid at maturity for Child’s Educational Fund

ADDITIONAL BENEFITSINFLATION PROTECTIONUnder this option, the basic plan regular contribution will increase every year b...
01/05/2014

ADDITIONAL BENEFITS

INFLATION PROTECTION

Under this option, the basic plan regular contribution will increase every year by 5% of the previous year’s contribution with an appropriate increase in benefits

FUND ACCELERATION PREMIUM (FAP)

You can make extra contributions (FAP) to your plan anytime. The FAP payments will increase the cash value of the plan, but will not affect the insurance coverage.

MATURITY BENEFIT

You have the benefit of taking your full policy amount at maturity, or break up the payment into 2, 3 or 4 equal annual installments to make periodic payments to your child's college/university tuition fees

Address

41/1/E, Block/6, P. E. C. H. S
Karachi
75400

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 17:00

Website

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